Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm retirement plan: assets, participants and fees
What Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Jackson Thornton & Co., PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm: employer contribution per participant | $1,118 | |
| Peer median | $1,358 |
| Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm: average balance | $14,163 | |
| Peer median | $44,442 |
| Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $43.6M at the end of plan year 2021 to $49M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,459 | $49M | $3.9M | $1,118 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 3,357 | $44.5M | $3.5M | $1,055 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 3,286 | $37.6M | $3.4M | $1,033 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 3,133 | $43.6M | $3.2M | $1,007 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm match 401(k) contributions?
The match terms for the The Health Care Authority for Baptist Health Matching Dollar Plan have not been published from its filing yet. The plan year 2024 filing reports $3.9M in employer contributions, about $1,118 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm 401(k) match vested?
The vesting schedule for the The Health Care Authority for Baptist Health Matching Dollar Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm.
I left Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm, (334) 286-2445) or the recordkeeper, Transamerica Retirement Solutions. The Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm old 401(k) page lists the contacts from every plan filing. Find an old Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm 401(k)
Data from the public Form 5500 annual reports Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Health Care Authority for Baptist Health, an Aff of UAB Hlth Systm. Not financial advice. Report a correction · Methodology